Orion Portfolio Solutions’s Service Corp International SCI Stock Holding History

Orion Portfolio Solutions’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$400K	Buy	4,985 +1,816	+57%	+$143K	﹤0.01%	1504
2024 Q4	$253K	Buy	3,169 +13	+0.4%	+$1.06K	﹤0.01%	1637
2024 Q3	$249K	Buy	3,156 +10	+0.3%	+$760	﹤0.01%	1612
2024 Q2	$224K	Sell	3,146 -28	-0.9%	-$1.99K	﹤0.01%	1590
2024 Q1	$236K	Buy	3,174 +13	+0.4%	+$917	﹤0.01%	1556
2023 Q4	$214K	Buy	+3,161	New	+$190K	﹤0.01%	1547
2023 Q3	–	Sell	-3,290	Closed	-$213K	–	1669
2023 Q2	$213K	Buy	3,290 +89	+3%	+$5.95K	﹤0.01%	1539
2023 Q1	$220K	Buy	+3,201	New	+$221K	﹤0.01%	1475
2020 Q3	–	Sell	-219	Closed	-$9K	–	1752
2020 Q2	$9K	Buy	219 +81	+59%	+$3.11K	﹤0.01%	1256
2020 Q1	$5K	Buy	138 +79	+134%	+$3.67K	﹤0.01%	1320
2019 Q4	$3K	Buy	+59	New	+$2.66K	﹤0.01%	1435

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's SCI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Service Corp International (SCI) stake by 57% in Q1 2025, buying an estimated $143K and bringing the position to 4,985 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Orion Portfolio Solutions first reported a position in SCI in Q4 2019 and has held it in 11 quarters since. 549 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

Orion Portfolio Solutions held 4,985 shares of Service Corp International worth $400K as of Q1 2025.
Orion Portfolio Solutions bought 1,816 Service Corp International shares in Q1 2025, an estimated $143K.
Service Corp International made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1504 holding.
Orion Portfolio Solutions first reported a position in Service Corp International in Q4 2019 and has held it in 11 quarters since.
549 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.